Sally Roldan
Dover,DE
Summary
Methodical Personal Banker possessing expertise in managing personal and small business accounts. Driven to bring value through extended knowledge of financial products, services, and branch operations . Offering 8 years of experience in providing personal financial counseling. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Comfortable working independently or as part of professional banking team. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
14
14
years of professional experience
1
1
Certification
3
3
Languages
Work History
Personal Banker
Wells Fargo Bank, N.A.
Newark, DE
08.2013 - Current
- Demonstrated strength delivering effective solutions from concept to execution at scale in cross line of business or enterprise environment.
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Promoted financial products by maintaining excellent service offering knowledge.
- Communicated with management to strategize techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services, mobile banking.
- Experience working with development teams in scrum and agile environment.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Lead projects, teams to influence, educate and connect customers to technology and share value of digital banking options.
- Ability to navigate multiple computer systems, applications and utilize search tools to find information.
- Ability to build relationships with multiple stakeholder groups including line of business, operations, technology and external service providers.
- Ability to translate complex, technical concepts so that are clearly understood in support of sound decisions to meet business objectives.
- Conducted detailed financial reviews for business clients to help find appropriate products to fit clients needs.
- Approached prospective clients through cold calling, managed from 20-35 customer calls per day.
Airport Operations Supervisor
Delta Air Lines
Newark, NJ
06.2011 - 12.2016
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
- Composed technical documents and reports for interactions with FAA, New Jersey DOT and other government agencies.
- Maintained flight and events logs, aircrew flying records and flight operations records of incoming and outgoing flights.
- Monitored airfield duties and personnel to make proactive changes to procedures, workflows and task responsibilities to maintain operations targets.
- Managed flight itinerary updates and communicated changes to appropriate air traffic control contacts to optimize movements and protect aircraft.
- Resolved problems, improved operations and provided exceptional service.
- Managed on-site evaluations, internal audits and customer surveys.
Education
Bachelor of Science - Business Management
Caldwell University
Caldwell, NJ05.2013
Skills
- Microsoft Office Suite
- Salesforce
- Written Communication
- Training and Teaching
- Banking operations knowledge
- Sales and marketing
- CRM experience
- Growth mindset
- Relationship Building
- Critical thinking
Certification
- Life Insurance License
- Notary
- Bankers Without Borders
- Nationwide Mortgage Licensing System (NMLS)
Timeline
Personal Banker
Wells Fargo Bank, N.A.
08.2013 - Current
Airport Operations Supervisor
Delta Air Lines
06.2011 - 12.2016
Bachelor of Science - Business Management
Caldwell University